Position in AMBA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$218,275
-$6,925 QoQ
Shares Held
2,544
-20.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 335 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Caprock Group, LLC holds $81,288,598 across 12 Semiconductor Equipment & Materials names. AMBA ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
60,723 | $26,313,097 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,764 | $17,904,372 | |
| 3 | KLAC |
Kla Corp
|
58,498 | $17,649,431 | |
| 4 | ASML |
Asml Holding NV
|
6,529 | $12,989,053 | |
| 5 | TER |
Teradyne, Inc
|
3,890 | $1,882,137 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
11,751 | $1,319,402 | |
| 7 | FORM |
Formfactor Inc
|
4,823 | $771,342 | |
| 8 | ACMR |
ACM Research, Inc.
|
5,846 | $741,798 |
All Filings in AMBA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,275 | 2,544 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $225,200 | 3,179 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $287,252 | 3,481 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||